With the new proposal layout, we have rolled out 3 new updates that will help you to utilize the power of the new proposal format. If you don’t want to force customers to sign the proposal in or...

PROPOSAL HEADING VIDEO (Settings > Company Profile – In the Proposal Builder Section Some quick takeaways Thank the customer for getting a quote and explain what they see below (bundles, pack...

There are 4 types of videos you can integrate in your Sales Process. Below you can see the purpose of each video and where to install it! If you have trouble with installation, find tips and frequentl...